Lead the charge in shaping technology solutions for advisor experiences, driving product innovation while collaborating closely with business leaders and engineering to enhance advisor tools and client outcomes over a 12-18 month roadmap.
Champion the technology product roadmap for advisor tools, collaborating with stakeholders to identify and solve key business challenges. Drive AI-native digital solutions that enhance advisor capacity and elevate client outcomes with measurable impact.
Redefine the future of asset management by driving territory sales, building relationships, and leading a consultative approach within the Intermediary channel in Washington and Oregon. Achieve results through collaboration and strategic planning.
Lead the charge in driving territory sales growth by managing relationships with advisors in the Washington and Oregon markets, utilizing a consultative approach and strategic planning to achieve exceptional results and expand the firm's footprint.
